We believe an active, flexible, multi-sector approach may offer investors better long-term results by focusing on structural opportunities to generate alpha.
In today’s environment, as traditional credit market betas become less attractive, investors should consider tactical allocations to non-core sectors such as bank loans and higher-quality securitized credit.
Emmanuel Macron’s victory is positive for financial markets but medium-term risks in Europe remain.
Although markets breathed a sigh of relief following the first round results, we think caution on European assets is still warranted.
A series of surprises on the French political scene have fueled investors’ unease.
By Eve Tournier |
The end goal of the ECB initiatives is clear – to encourage more lending to businesses and households. But how do we expect investors to react, and what is the likely impact on credit markets?
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